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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,233 managers (2,272 13F filers) reported a position in DUK shares at 2025-06-30, 531,873,273 shares in all. 125 filers opened a position and 119 filers sold out during the quarter.

Managers
2,233
13F filers
2,272
New
125
Added
1,031
Reduced
747
Sold out
119
Shares held by filers
531,873,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kingsview Wealth Management, LLC50,253$5.93M0.1%+6,37513F-HRTimeline
MARINER INVESTMENT GROUP LLC50,000$5.9M2.13%new13F-HRTimeline
Family Legacy, Inc.49,857$5.88M1.91%+22413F-HRTimeline
Ellsworth Advisors, LLC49,698$5.86M1.43%-28113F-HRTimeline
River Road Asset Management, LLC48,183$5.86M0.07%-41,44713F-HRTimeline
Pinnacle Financial Partners Inc49,493$5.84M0.12%-77,92613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.49,310$5.82M0.84%-63113F-HRTimeline
Moors & Cabot, Inc.49,116$5.8M0.27%-2,14813F-HRTimeline
RWA WEALTH PARTNERS, LLC49,100$5.79M0.07%-52,03413F-HRTimeline
OneDigital Investment Advisors LLC49,039$5.79M0.06%-16313F-HRTimeline
Quadcap Wealth Management, LLC48,856$5.76M0.73%+1,91813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,778$5.76M0.07%+3,15213F-HRTimelineGroup
Eliot Finkel Investment Counsel, LLC48,449$5.72M3.68%-68513F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC48,367$5.71M1.29%+13813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …48,361$5.71M0.44%-29713F-HRTimeline
CENTRAL TRUST Co48,050$5.67M0.13%-65913F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…47,422$5.6M0.34%new13F-HRTimeline
PHILADELPHIA TRUST CO47,297$5.58M0.43%+41313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47,276$5.58M0.24%-1,00013F-HRTimelineGroup
Chicago Partners Investment Group LLC46,657$5.58M0.16%+76313F-HRTimeline
Whitener Capital Management, Inc.47,015$5.55M1.47%+1,23713F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO46,866$5.53M0.18%-46413F-HRTimeline
Alberta Investment Management Corp46,200$5.45M0.04%+60013F-HR/ATimeline
Semmax Financial Advisors Inc.43,456$5.45M1.4%+1,11313F-HRTimeline
Jackson Hole Capital Partners, LLC46,052$5.43M1%+1,53513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC45,835$5.41M0.03%+7,91813F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC45,760$5.4M1.28%+95313F-HR/ATimeline
Providence Capital Advisors, LLC45,597$5.38M0.99%+6,78613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC45,343$5.35M0.05%-6,90113F-HRTimeline
WASATCH ADVISORS LP45,276$5.34M0.03%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding45,218$5.34M+14,321Timeline
Ausbil Investment Management Ltd44,190$5.21M3.06%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC44,150$5.21M0.28%-3013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …43,647$5.15M0.01%-98,52913F-HRTimelineGroup
Advisors Asset Management, Inc.43,613$5.15M0.09%+66713F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management43,384$5.12M0.01%+35,28813F-HRTimelineGroup
Global Retirement Partners, LLC43,148$5.09M0.13%13F-HRTimeline
CHOREO, LLC43,093$5.08M0.07%+59213F-HRTimeline
AlphaStar Capital Management, LLC43,042$5.08M0.36%+23413F-HRTimeline
CAPITAL & PLANNING, LLC43,012$5.08M3.45%+3,14413F-HRTimeline
Tufton Capital Management42,913$5.06M0.96%-1,89613F-HRTimeline
STRATEGIC PLANNING GROUP, LLC42,806$5.05M0.82%+1,91513F-HRTimeline
Orange Investment Advisors, Inc.42,343$5M0.55%+22,65213F-HRTimeline
AXA S.A.in group AXA S.A.42,233$4.98M0.01%+35,45813F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.41,785$4.93M0.02%-74813F-HRTimelineGroup
Richard C. Young & CO., LTD.41,746$4.93M0.49%+73613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…41,583$4.91M0.18%+4,25813F-HRTimelineGroup
BEACON FINANCIAL GROUP41,566$4.9M0.51%-2,36813F-HRTimeline
Sky Investment Group LLC41,391$4.88M0.86%-18513F-HRTimeline
Stablepoint Partners, LLC41,260$4.87M0.83%+80213F-HRTimeline
MAI Capital Management41,193$4.86M0.03%+4,01213F-HRTimeline
Sigma Planning Corp41,163$4.86M0.15%-3,05513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.41,127$4.85M0.22%+48813F-HRTimeline
Louisiana State Employees Retirement Sy…41,000$4.84M0.09%-70013F-HRTimeline
NIXON PEABODY TRUST CO40,905$4.83M0.37%+6513F-HRTimeline
STRATEGY ASSET MANAGERS LLC40,891$4.83M0.9%+4,82613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC40,793$4.81M0.18%+2,62313F-HRTimeline
HOLDERNESS INVESTMENTS CO40,740$4.81M1.03%-41013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP40,564$4.79M0.07%+14713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC40,517$4.78M0.14%-50813F-HRTimeline
one8zero8, LLC40,126$4.73M1.12%-7,48513F-HRTimeline
Occidental Asset Management, LLC39,931$4.71M0.65%+29113F-HRTimeline
Gulf International Bank (UK) Ltd39,645$4.68M0.17%-4,18713F-HRTimeline
Bragg Financial Advisors, Inc39,320$4.64M0.17%+1,68213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.39,165$4.62M2.81%+6413F-HRTimeline
PROFUND ADVISORS LLC39,076$4.61M0.17%+8,51013F-HRTimeline
SteelPeak Wealth, LLC38,966$4.6M0.18%-1,32013F-HRTimeline
Principle Wealth Partners LLC38,949$4.6M0.29%-1,28713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,935$4.59M0.03%-80013F-HRTimelineGroup
Aull & Monroe Investment Management Corp38,770$4.57M2.45%-4,15913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC38,719$4.57M0.08%+50013F-HRTimeline
Global Wealth Management Investment Adv…38,558$4.55M0.85%-4,06113F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.38,276$4.52M0.17%+1,11713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38,260$4.51M0.1%+5,12813F-HRTimelineGroup
First Bank & Trust38,206$4.51M0.8%-19013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC36,199$4.5M0.08%new13F-HRTimeline
MONECO ADVISORS, LLC38,049$4.49M0.42%-78113F-HRTimeline
Maryland State Retirement & Pension Sys…37,813$4.46M0.1%+1,73313F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC37,791$4.46M0.04%new13F-HRTimelineGroup
IFG Advisory, LLC37,659$4.44M0.22%+1,49513F-HRTimeline
Crossmark Global Holdings, Inc.37,593$4.44M0.07%-4,57913F-HRTimeline
Andrew Hill Investment Advisors, Inc.37,541$4.43M3.56%-22213F-HRTimeline
Constitution Capital LLC37,179$4.39M2.24%+3,77513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC37,154$4.38M0.02%+1,04713F-HRTimeline
Sequoia Financial Advisors, LLC37,108$4.38M0.03%+1,28013F-HRTimeline
Csenge Advisory Group37,167$4.38M0.23%+37513F-HRTimeline
Vise Technologies, Inc.37,021$4.37M0.18%13F-HRTimeline
Elo Mutual Pension Insurance Co36,843$4.35M0.09%-2,94513F-HRTimeline
Pegasus Asset Management, Inc.36,667$4.33M1.48%+75113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding36,538$4.31M-172Timeline
SevenBridge Financial Group, LLC34,582$4.3M0.76%+5,29413F-HRTimeline
Vinva Investment Management Ltd36,695$4.29M0.11%+13,66613F-HRTimeline
Lombard Odier Asset Management (USA) Co…36,246$4.28M1.07%new13F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD36,060$4.25M0.14%013F-HRTimeline
Blue Trust, Inc.35,971$4.24M0.05%+1,18513F-HRTimeline
Atria Wealth Solutions, Inc.35,979$4.24M0.1%-56,12513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC35,715$4.21M0.45%+43313F-HRTimeline
SHELTON CAPITAL MANAGEMENT35,672$4.21M0.1%-18113F-HRTimeline
MORTON COMMUNITY BANK35,132$4.15M1.03%+95013F-HRTimeline
FAS Wealth Partners, Inc.34,992$4.13M0.31%+1,64113F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.34,973$4.13M1.23%+4,61113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC34,839$4.11M0.34%+32313F-HRTimeline
Cornerstone Advisors, LLC34,800$4.11M0.14%+4,20013F-HRTimeline
Canada Post Corp Registered Pension Plan34,665$4.09M0.24%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/34,591$4.08M0.45%-36213F-HRTimeline
Seven Springs Wealth Group, LLC34,524$4.07M1.01%+2,30213F-HRTimeline
Arkadios Wealth Advisors34,394$4.06M0.12%+2,83213F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The34,359$4.05M0.06%+19413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC34,257$4.04M0.25%+57813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)34,162$4.03M1.75%-5713F-HRTimeline
PLIMOTH TRUST CO LLC33,805$3.99M0.96%+74713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC33,557$3.96M0.09%+3,02313F-HRTimeline
Townsend & Associates, Inc32,762$3.93M0.39%-5,70513F-HRTimeline
Farmers National Bank33,264$3.93M1.04%+31913F-HRTimeline
Bahl & Gaynor LLC33,197$3.92M0.02%-1,02413F-HRTimeline
GWN SECURITIES INC.32,990$3.92M0.73%-4,67213F-HRTimeline
LANARK FINANCIAL, INC.33,162$3.91M0.32%+20313F-HRTimeline
Pure Financial Advisors, LLC33,088$3.9M0.07%+30,05113F-HRTimeline
EP Wealth Advisors, LLC33,081$3.9M0.03%+4,08413F-HRTimeline
Caldwell Trust Co33,048$3.9M0.39%+1,16613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise32,898$3.88M0.16%+39913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC32,860$3.88M0.09%+31913F-HRTimeline
Royal Fund Management, LLC32,708$3.86M0.41%+4413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,702$3.86M0.01%-4,92013F-HRTimelineGroup
American Assets Investment Management, …in group American Assets Investment Ma…32,666$3.85M0.31%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV32,496$3.83M1.39%-76213F-HRTimeline
Hennion & Walsh Asset Management, Inc.32,425$3.83M0.15%+1,16213F-HRTimeline
Sowell Financial Services LLC32,352$3.82M0.16%-24413F-HRTimeline
AE Wealth Management LLC32,296$3.81M0.03%+2,27913F-HRTimeline
BAILARD, INC.32,201$3.8M0.09%+40213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC32,162$3.8M0.12%-27713F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC32,142$3.79M0.45%+4,08013F-HRTimeline
TrinityBridge Ltd32,032$3.78M0.11%-1,16513F-HRTimeline
PINNACLE ASSOCIATES LTD32,000$3.78M0.05%-1,30013F-HRTimeline
STOCK YARDS BANK & TRUST CO31,937$3.77M0.13%-2,43013F-HRTimeline
LYNCH & ASSOCIATES/IN31,737$3.75M0.75%+79513F-HRTimeline
PFG Investments, LLC31,731$3.74M0.22%+32213F-HRTimeline
Dynamic Advisor Solutions LLC31,683$3.74M0.12%+6,09513F-HRTimeline
Simmons Bankin group Simmons Bank31,467$3.71M0.26%-24613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT31,449$3.71M0.26%-4013F-HRTimeline
Carson Advisory Inc.31,421$3.71M2.36%+213F-HRTimeline
Fulton Bank, N.A.31,351$3.7M0.14%-79513F-HRTimeline
FourThought Financial Partners, LLC31,249$3.69M0.36%+2,92713F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC31,238$3.69M0.65%+31513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,205$3.68M0.03%+5,67813F-HRTimelineGroup
DRW Securities, LLC31,158$3.68M0.26%+28,17013F-HRTimeline
Integrated Wealth Concepts LLC30,738$3.63M0.04%+2313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…30,734$3.63M0.04%-38,28013F-HRTimelineGroup
Trilogy Capital Inc.30,681$3.62M0.18%+25,24313F-HRTimeline
BANQUE PICTET & CIE SA30,400$3.59M0.04%+40013F-HRTimeline
Argyle Capital Management, LLC30,393$3.59M1.3%-48113F-HRTimeline
KKM Financial LLC30,282$3.57M1.24%+6,82113F-HRTimeline
Shepherd Financial Partners LLC30,237$3.57M0.38%+18913F-HRTimeline
Farther Finance Advisors, LLC30,233$3.57M0.07%+11,43513F-HRTimeline
Slocum, Gordon & Co LLP30,190$3.56M2.87%-60013F-HRTimeline
Snowden Capital Advisors LLC30,189$3.56M0.11%-1,29913F-HRTimeline
Wilmington Savings Fund Society, FSB30,156$3.56M0.06%-72313F-HRTimeline
Cohen Capital Management, Inc.30,133$3.56M0.58%013F-HRTimeline
Rice Partnership, LLC29,569$3.49M0.61%+8,39313F-HRTimeline
Empire Financial Management Company, LLC29,168$3.44M0.99%+71413F-HRTimeline
Triangle Securities Wealth Management28,943$3.42M0.84%-1,88113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glenview Trust Co28,673$3.38M0.06%+9,25213F-HRTimeline
IEQ CAPITAL, LLC28,667$3.38M0.02%-21,80513F-HRTimeline
Regal Investment Advisors LLC28,659$3.38M0.25%+3,91413F-HRTimeline
Fiduciary Alliance LLC28,647$3.38M0.25%+11,75413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC28,624$3.38M0.16%-5,30413F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP28,566$3.37M0.12%+1,30013F-HRTimelineGroup
SVB WEALTH LLC28,542$3.37M0.18%+85113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,465$3.36M0.13%+38713F-HRTimelineGroup
Richard Bernstein Advisors LLC28,398$3.35M0.08%new13F-HRTimeline
Texas Yale Capital Corp.28,229$3.33M0.11%-13013F-HRTimeline
HighPoint Advisor Group LLC28,186$3.33M0.18%+94813F-HRTimeline
Fox Hill Wealth Management28,157$3.32M1.71%+1,11213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group28,032$3.31M0.41%-1,40313F-HRTimelineGroup
Old North State Wealth Management, LLC27,755$3.28M1.71%+1,11613F-HRTimeline
Premier Fund Managers Ltd28,000$3.27M0.12%+50013F-HRTimeline
Bleakley Financial Group, LLC27,700$3.27M0.08%+1,65613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,578$3.25M0.38%+6113F-HRTimeline
Financiere des Professionnels - Fonds d…27,545$3.25M0.2%-6,42913F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC27,539$3.25M0.04%+1,18713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC27,515$3.25M0.16%-10013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV27,495$3.24M0.61%-34813F-HRTimeline
CHEMUNG CANAL TRUST CO27,173$3.21M0.67%-3,40813F-HRTimeline
Old North State Trust, LLC26,923$3.18M2.17%+5513F-HRTimeline
Empirical Finance, LLC26,778$3.16M0.17%+17813F-HRTimeline
MassMutual Private Wealth & Trust, FSB26,703$3.15M0.08%+11,45313F-HRTimeline
CGN Advisors LLC26,649$3.14M0.28%-40413F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV26,550$3.13M0.65%-513F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,373$3.11M0.07%+3,76413F-HRTimeline
Vest Financial, LLC26,350$3.11M0.04%+7,42813F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd26,300$3.1M0.16%new13F-HRTimelineGroup
Coastal Bridge Advisors, LLC26,284$3.1M0.26%+13,01713F-HRTimeline
Stonegate Investment Group, LLC26,242$3.1M0.08%-6813F-HRTimeline
Mediolanum International Funds Ltd26,477$3.1M0.04%+18,23913F-HRTimeline
CW Advisors, LLC27,143$3.08M0.03%+1,29413F-HRTimeline
Mill Capital Management, LLC26,032$3.07M0.24%+613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,902$3.06M0.2%-86013F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…25,850$3.05M0.03%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC25,807$3.04M0.19%-41613F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…25,804$3.04M<0.01%+4,07013F-HRTimelineGroup